Portfolio Analytics: KPIs & Historic Reports

Portfolio Analytics: KPIs & Historic Reports

This report is more backward-focused and is not necessarily needed for daily decision-making.

KPIs


The first section of the report displays Key Performance Indicators (KPIs), allowing you to compare broad metrics across various dates to observe changes.
  • The default comparison looks at bookings made in the last 30 days (e.g., if today is February 28, it includes January 30 – February 28).
  • This is compared against the previous 30 days (January 29 – December 31).
  • You can also compare by stay date or year-over-year (YOY) metrics.

Viewing Stay Dates vs. Booking Creation Dates


  • You can choose to view Stay Dates or Booking Creation Dates metrics.
  • If you have not received any bookings for a period, you will not be able to select those dates under Booking Creation Dates.

Revenue/ADR Details

You can access the Revenue/ADR Details under the "In this Dashboard" section on the left panel. This section displays revenue calculations based on different revenue sources:
  • Rental Amount – Total base nightly rental amount (excluding taxes & fees).
  • Rental Amount + Fees + Taxes – Total revenue (typically the amount paid by guests).
  • Rental Amount + Fees + Taxes + Refundable/Security Deposits – Total revenue, including refundable deposits.

Supported PMS for Rental Amount Data

For the following PMS, rental amount data is available in Portfolio Analytics. For other PMS, only total revenue is available:

365Villas, Apaleo, Avantio, Ayrton, BareFoot, BookingExperts, BookingSync, Brightside, Ciaobookin, Cloudbeds, Deskline, Direct, E4jconnect, Escapia, Fantastic Stay, Guesty, Guesty for Hosts, HelpBookMe, HomHero, Hospitable, Hostaway, Hostfully, Hostify, Hotres, iGMS, iPro, Janiis, Jurny, Kigo & Kigo Pro, LMPM, Lodgify, Lodgix, Mews, MyRent, MyVR, Newbook, Octorate, OwnerRez, PropertyStack, RedAwning, RentalReady, Rentals United, Rentlio, Rentalls RMS, RNS, Resly, SabeeApp, Smoobu, Stays, Streamline, SuiteClerk, Supercontrol, TalkGuest, Track, Uplisting, VRBO, VRBookings, VRM (Virtual Resort Manager), Zeevou


These charts show trends by stay dates, which you can summarize by month, week, day, or by day of the week to easily compare year-over-year metrics. 
  1. Use the dropdown on each chart to choose which metrics to view.
    1. By default, we show RevenueRevParOccupancy, and ADR.
    2. You may also view the following: Booked NightsNum of Active ListingsNum of Check-insNum of Check-outsNum of Unique Bookings
  2. You can click on the years in the legend to hide/show the lines for a year (if you want to declutter the view)
  3. Zoom in on any dates by hovering your mouse over the chart and selecting a section.

Use Case Examples

Challenge: You manage a highly seasonal listing and need to determine the best time to adjust pricing.
Solution: Check the Occupancy chart to analyze past trends and make informed pricing adjustments.

Challenge: You lowered your nightly rate to increase occupancy but want to check if revenue actually improved.
Solution: Use the Revenue chart to compare revenue changes over time.


These charts show trends by booking creation dates, which you can summarize by month, week, day, or by day of the week to compare year-over-year metrics easily.

Use the dropdown on each chart to choose which metrics to view:

  1. By default, we show Revenue and ADR.
  2. You may also view the following: Number of Unique Bookings, Booked Nights, Avg LOS, Avg Booking Window

Use Case Examples

Challenge: You started a paid ad campaign and want to see if you're getting more bookings.
Solution: Check the Bookings chart to measure booking trends after launching the ads.

Challenge: You want to apply last-minute discounts but don’t want to miss out on last-minute bookings.
Solution: Use the Average Booking Window chart to determine how far in advance guests typically book.


This section is useful for experienced revenue managers who want insights into booking patterns based on stay length and booking windows.

  • Analyze how far in advance guests book different stay lengths.
  • Identify trends to avoid unnecessary early discounts (e.g., most bookings happen within two months).
  • Compare against a Market Dashboard to find revenue opportunities.

Instead of looking at Total Booked Nights, you can analyze Booked Nights By Booking Window and LOS. 


This helps identify useful cascading min-stay settings. Your data only reflects allowed reservations, so if 2-night stays aren’t permitted, they won’t appear—even if lowering the min-stay could help. Comparing with a Market Dashboard can reveal missed revenue opportunities.

Listing Level Metrics (Insights + Table)


The Listing Insights scatter plot helps quickly assess individual listing performance.

  • Default view: Next 30 days' occupancy (Y-axis) vs. Days since last booking (X-axis).
  • Listings in the bottom-right corner (low occupancy & no recent bookings) would be of particular concern.
  • Click & drag to filter listings and review specific data in the table below.
  • Hover over any dot to see more details.
  • Sortable & filterable table for deeper insights.
  • Click on a listing link to open its calendar directly.

Additional Information

Reservations are fetched from PMS and channels daily, so Portfolio Analytics data refreshes every 24 hours.

Read More: How to Use Data Visualizations in PriceLabs
Case Study Compilation: How Can I Utilize Portfolio Analytics?

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